Innova Wealth Partners emerges as an independent financial advisory entity. Proprietors Jean-François Démoré, Cliff B. Richardson, and Allain Labell collectively steer the firm's course. As versatile financial experts, they take pride in offering comprehensive guidance that stems from a meticulous assessment of your financial landscape. Innova Wealth Partners excels at delivering a sense of financial security through robust relationships, tailored products, and thorough planning, all underscored by a commitment to enhancing financial literacy. Employing a holistic methodology enhanced by cutting-edge industry tools, the firm addresses every facet of your financial panorama. Their services extend to over 400 households, and Innova Wealth Partners also extends its presence to Barrie.
UNIQUE FACTS:
• Onsite Services
• 400+ Households Served
• 99% Retention Rate
• Online Appointment.
3 Best Financial Services in Sudbury, ON
Expert recommended Top 3 Financial Services in Sudbury, Ontario. All of our Financial Advisors actually face a rigorous 50-Point Inspection, which includes everything from checking reviews, ratings, reputation, history, complaints, satisfaction, trust and cost to the general excellence.
INNOVA WEALTH PARTNERS REVIEWS
We are absolutely thrilled with the guidance and service provided by the team at Innova Wealth Partners. We've worked with different groups in the past and became clients two years ago. We've been grateful for their customized attention to our portfolio especially during the pandemic. I also appreciate Cliff and J.F.'s civic commitment to Sudbury through their various volunteering and charity work. Their values align with our family's and we have every confidence in their management. I highly recommend working with Innova Wealth Partners!
The Innova Wealth team are nothing short of professional, thorough and customer focused, which really makes it a partnership. Their full service and transparent approach has been simply awesome for me and my wife and takes a lot of stress out of the complexities of building and growing a foundation for wealth. The fact that JF and his team are selective with new clients speaks to their integrity and commitment to the business and its partners. It's a win-win philosophy that we value and respect.
Brandon and his team have been so helpful. My investments are growing and they make everything simple. Thank you.
A great team that really cares about their clients, and their finances. Happy to recommend them. Angelo C
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Sandra Mews & Associates is an international award winning financial planning firm with over 31 years of extensive experience. At the helm is Sandra L. Mews, a certified financial planner and advisor specializing in delivering comprehensive financial planning services tailored to clients with intricate estate and tax planning demands. Sandra Mews & Associates encompass a diverse array of financial realms, spanning investments, financial planning, insurance, and retirement planning, as well as managing RRSPs, TFSAs, RESPs, and more. The firm's approach is distinguished by a personalized touch, facilitating the identification of the most fitting strategies for each unique client. Leveraging their expert analysis and thorough research, they provide steadfast guidance and discern suitable investment avenues. Within this framework, Sandra Mews & Associates offers all-encompassing solutions for business proprietors, addressing their distinctive challenges.
UNIQUE FACTS:
• Top Financial Planners
• Outstanding Financial Advice
• Online Appointment.
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Contact:
Working Hours:
Sat & Sun: Closed
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SANDRA MEWS & ASSOCIATES REVIEWS
Sandra has been absolutely wonderful to work with. I recently had a pension plan change and she mapped out all my options, patiently explained all the details and helped me fill out all my documents. Sandra made the process seamless and most importantly found the most appropriate path towards my retirement. I would recommend her to anyone.
Sandra was great to deal with! Very personable, knowledgeable and professional. Myself being someone with no prior knowledge of investments and financial planning she was able to provide me with plenty of information and guidance to get started.
Sandy was funny, honest and I appreciated that she helped me understand (in lay-person language) the details about my new pension plan. She was easily accessible and offered to help fill out my documentation. I can't wait for our next meeting.
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Crossgrove & Company presents itself as a comprehensive establishment, furnishing a spectrum of financial services including financial planning, risk management solutions, group benefits & retirement, and investment strategies, all geared towards wealth creation, preservation, and transition. Their commitment extends to bolstering businesses through the application of their expertise and insights. Serving as the firm's president is Alec Crossgrove. Operating as a niche provider within the realm of financial risk and wealth management, Crossgrove & Company excels in crafting bespoke plans tailored to individual customer needs. The firm's ethos revolves around delivering unwavering excellence and insightful counsel to both individual and corporate clientele. They go beyond, providing strategic guidance and meticulous planning to optimize the performance of benefit plans. Crossgrove & Company extends the courtesy of offering complimentary quotes to their valued clients.
UNIQUE FACTS:
• Independent Advisory Firm
• On-Site Services
• Online Appointment.
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Working Hours:
Sat & Sun: Closed
TBR® Inspection Report:
CROSSGROVE & COMPANY REVIEWS
Amazing service, would give it 6 stars if I could.
Fantastic employees that always put my needs first
Great experience, would reccomend to a friend!
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